Plan Snapshot
- Plan Sponsor: Jre Holdings, INC.
- Sponsor EIN: 542016503
- Sponsor Address: 11047 LEADBETTER ROAD, ASHLAND, VA, 23005
- Plan Type: 401(k)
- Total Participants: 1,985
- Total Assets: $181.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,985 | $181.7M | $5.9M | $11.9M |
| 2023 | 1,819 | $148.5M | $3.9M | $11.0M |
| 2022 | 1,907 | $127.4M | $6.0M | $10.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KCOE ISOM | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KCOE ISOM — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $358,625 | $113,995 | $244,630 | — | — |
| 2023 | $348,673 | $101,576 | $247,097 | — | — |
| 2022 | $335,612 | $109,232 | $226,380 | — | — |